Brokerage Suite
Grow your book with a connected sales engine.
The challenge
Brokers lose deals in spreadsheets — fragmented pipelines, manual quotations, and no visibility into renewals or commissions.
The WaslMed solution
A distribution platform that turns leads into policies and protects renewal revenue.
The Brokerage Suite gives distribution teams one connected engine for CRM, quotation, sales pipeline, commissions, and renewals — with a self-service customer portal that keeps clients close and books growing.
+22%
Renewal retention
Higher renewal rates with automated reminders and portals.
4x
Quote turnaround
Faster quotations across carriers.
100%
Commission accuracy
Automated, auditable commission calculations.
Everything this suite includes
Configurable modules that work together out of the box — no integration projects required.
CRM
Unified client and prospect relationship management.
Lead Management
Capture, score, and route leads automatically.
Quotation
Multi-carrier quotes generated in minutes.
Sales Pipeline
Visual pipeline with forecasting and stage automation.
Commission
Rules-based commission and incentive management.
Customer Portal
Self-service access to policies, claims, and documents.
Renewals
Automated renewal workflows that protect recurring revenue.
Why leaders choose it
- One view of every client and opportunity
- Automated quotations across multiple carriers
- Protected renewal revenue with proactive workflows
- Transparent, auditable commission engine
Integrations
Security & deployment
- Private deployment on cloud or on-premise — you own your data.
- Role-based access, encryption in transit and at rest.
- Full audit trails and regulatory reporting built in.
Proven in the field
Insurance broker
Grew renewal retention 22% after launching automated client portals.
Distribution network
Cut average quote turnaround from days to hours across carriers.
Built for
Ready to see Brokerage Suite in action?
Book a tailored walkthrough and we'll map this suite to your workflows and outcomes.